DIYA UPPAL
Gurgaon
Summary
Highly motivated commerce graduate with strong academic and practical foundation in finance, investment decision-making, wealth creation, and market research. Experienced in wealth management managing high net individuals to grow their portfolios. Experienced in internships with Kellanova (Kellogg's India) and hands-on exposure to consumer behaviour, sales analytics, and financial operations. Also gathered experience as a digital marketing intern in Melbourne creating marketing strategies. Seeking entry-level opportunities in wealth, asset management, or financial services. Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
2
2
years of professional experience
Work History
Wealth Manager
Nuvama Wealth
New Delhi
06.2026 - Current
- Analyzed market trends to recommend suitable investment opportunities for clients.
- Provided comprehensive wealth management services to high net worth individuals by analyzing their long-term and short-term goals and risk appetite.
- Identified new opportunities for diversification of clients' portfolios according to market trends and conditions.
- Scheduled and facilitated client meetings to discuss portfolio updates.
- Gathered a deeper understanding over product offerings ranging from alternative investment funds, bonds, mutual funds and market-linked debentures.
Digital Marketing Intern
Local Brewing Co.
Melbourne
07.2025 - 12.2025
- Boosted lead generation with the creation of engaging email marketing campaigns.
- Created engaging content for Pinterest, Facebook, and Instagram.
- Improved brand awareness by developing and implementing targeted social media campaigns.
- Assisted in creating visually compelling graphics for social media platforms, increasing engagement among followers.
- Tracked social media trends and adopted strategies to attract target follower demographic.
- Designed and presented social media campaign ideas.
- Identified thought leaders and influencers to promote and engage in brand activities.
- Participated in brainstorming sessions to generate innovative ideas for new marketing campaigns that resonate with target audiences effectively.
- Prepared weekly updates and reports to track growth and success rates of marketing campaigns.
- Created content strategies for digital media.
- Melbourne, Australia
Sales & Market Research
Kellanova
Gurgaon
11.2024 - 02.2025
- Conducted consumer surveys to identify key buying behaviours.
- Evaluated market trends to assess pricing sensitivity and inform strategy.
- Presented data-driven strategy recommendations to stakeholders.
- Kellogg's India Pvt Ltd
Education
Bachelor of Commerce - Double Majors in Finance & Marketing
University of Melbourne
Melbourne, Australia01-2026
Skills
- Financial Analysis & Accounting
- Investment & Risk Fundamentals
- Market Research & Consumer Analytics
- Quantitative Analysis
- Communication & Presentation Skills
- Wealth preservation
- Problem-solving aptitude
Accomplishments
- CBSE Certificate of Merit - 100% Mathematics (Top 0.1%)
- IELTS Score: 7.0
Languages
- English
- Hindi
Timeline
Wealth Manager
Nuvama Wealth
06.2026 - Current
Digital Marketing Intern
Local Brewing Co.
07.2025 - 12.2025
Sales & Market Research
Kellanova
11.2024 - 02.2025
Bachelor of Commerce - Double Majors in Finance & Marketing
University of Melbourne